episode 650: Energy Podcast: Energy remains one of the few positive sectors for the third quarter and the best performer YTD
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:
- Consensus view appears to be that the Fed’s conviction that it must increase interest rates to fight inflation will cause a recession
- Unfortunately Senator Manchin’s language to limit permitting time for infrastructure projects was removed from the bill
- OPEC+ meets this week and positive communication to support oil prices could drive energy stock higher
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